Portfolio Management Services (PMS)Compare Schemes
Invesco - Rise vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Invesco - Rise
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.01%
4.30%
6 Months
8.17%
9.50%
1 Year
19.57%
10.30%
3 Years
18.20%
13.40%
5 Years
15.63%
13.85%
Since Inception
14.42%
12.90%
Fund Age
10 yrs 4 mo
19 yrs 8 mo
AUM
₹337.5 Cr
₹295.65 Cr
Alpha – 1 Year
14.85%
5.60%
Alpha – 3 Years
6.11%
1.30%
Information Ratio – 3 Years
0.93
0.46
Volatility – 1 Year
14.72%
20.18%
Volatility – 3 Years
15.36%
17.30%
Beta – 1 Year
0.78
1.09
Beta – 3 Years
0.92
1.05
Sharpe Ratio – 1 Year
0.93
0.32
Sharpe Ratio – 3 Years
0.83
0.49
Worst Rolling Year
-10.21%
-20.52%
Value at Worst Rolling Year
₹0.90 Cr
₹0.79 Cr
Deepest Drawdown
−21.92%
−12.92%
Recovery Period
231 days
Not yet recovered
1-Year Rolling Windows Positive
88.56%
82.46%
Median Rolling Year
16.73%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 49% · M 27% · S 21%
L 21% · M 15% · S 62%
Number of Stocks
23
—
Portfolio P/E
50.96
—
Top 5 Holdings
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –